TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Savings & Investments Policy Project


Other publications:

Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form

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APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines


Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Lifetime ISA
27 June - Edinburgh
4 July - London

CASS - seeing through client money reconciliations
16 February - London (FULL)
15 March - London (FULL)

Product Management & Governance
4 May - London

Flexible ISAs
21 February - Edinburgh

MiFID II for Project Managers, Risk & Compliance
22 February - London

CASS seminar
28 February - Edinburgh

Additional Permitted Subscriptions
28 February - Edinburgh
7 March - London (FULL)
14 June - London


TISA Press Releases

'TISA's response to 'Implementing information prompts in the annuity market' consultation'
'TISA calls for increased public awareness and better education around pension scams'
'TISA calls on the Government to work with financial services firms to provide financial guidance to consumers'

'TISA appoints Andrew Churchill to new digital innovation director role'

Please see here  

For other TISA press features/articles please see here

 

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 20/01/17, details circulated 17/01/17 at 11.10am. 

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.

Please note we are in the process of populating the databases with HMRC Z references for users.